The Program
A structured path to an agentic Tax function
The ai4tax program helps Heads of Tax and their teams move from experimentation to production with agentic AI. Instead of pitching tools, we co-design agents around your real workflows, your real data, and your real controls — then help your team run them.
Who it's for
- In-house Tax teams that want to apply AI beyond simple chat, to the work that actually consumes their time.
- Heads of Tax who need a credible answer to “what is our AI strategy?” — backed by working agents, not slideware.
- CFO and CIO sponsors who want measurable impact on cycle time, quality, and cost, with risk managed from day one.
What you get
1. Discovery
We map your Tax function, identify the workflows where agentic AI moves the needle, and prioritise based on value, feasibility, and risk. You leave with a ranked backlog and a clear first target.
2. Build
We design and implement agents for your chosen use cases — compliance, provision, transfer pricing, controversy, advisory — integrated with your data sources and existing systems. Every agent ships with evaluations, guardrails, and an audit trail.
3. Adopt
We run the agents alongside your team, capture feedback, and iterate. We train your people to own, extend, and govern the agents after we leave — so the capability stays with you.
4. Scale
Once the first agents are embedded, we help you build a repeatable internal operating model: a Tax AI roadmap, governance, and the organisational muscle to keep shipping.
How we work
- Short cycles. Working agents in weeks, not quarters.
- Your data, your environment. Agents run where your data already lives. No unnecessary movement, no vendor lock-in.
- Human in the loop by default. Every agent is designed with explicit review points for anything material.
- Evaluation first. We measure agent quality against your own golden cases before anything reaches production.
What it is not
This is not a licence-resale program, not a generic chatbot rollout, and not a three-month discovery report. If you are looking for a partner who will actually build and ship agents with your team, this is for you.
Ready to talk?
Tell us about your Tax function and the workflows that hurt most. We will come back with a concrete first use case and a proposed plan.
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